人民财讯12月16日电，恒生指数收跌1.54%，恒生科技指数跌1.74%。果下科技上市首日涨超117%。黄 金股下跌，紫金黄金国际跌6%，赤峰黄金（600988）跌超5%，珠峰黄金跌超3%。 ...

Market Overview - The Hang Seng Index fell by 1.91%, down 490 points, closing at 25,138 points, while the Hang Seng Tech Index dropped by 2.41%. The early trading volume in Hong Kong was HKD 107.2 billion [1]. Autonomous Driving Sector - The Ministry of Industry and Information Technology of China officially announced the first batch of L3 conditional autonomous driving vehicle licenses, marking a significant step in the practical application of intelligent connected vehicles. Stocks related to smart driving rose against the market trend, with Zhejiang Shibao (01057) increasing by 13.9% and Youjia Innovation (02431) rising by 9.88% [1]. Pharmaceutical Sector - The innovative drug sector declined again, with a temporary vacuum in pharmaceutical BD transactions over the past six months. Notable declines included Innovent Biologics (09969) falling over 3.62% and I-Mab (01801) down by 2.39% [1]. Gold Sector - Gold stocks experienced a widespread decline. The BOCM index is set for rebalancing, and JPMorgan indicated that gold and silver face significant technical selling pressure. Zijin Mining International (02259) dropped by 5.93%, while Zijin Mining (02899) fell by 4.5% [1]. Solar Energy Sector - The solar energy sector weakened again, with the Solar Association confirming the establishment of a storage platform, while prices for solar glass remain under pressure. New Special Energy (01799) decreased by 2%, and Xinyi Solar (00968) fell by 3.6% [1]. Optical Communication Sector - Oracle's performance for the second fiscal quarter of 2026 fell short of market expectations, leading to a continuation of declines in the optical communication sector. Cambridge Technology (06166) and Yangtze Optical Fibre and Cable (06869) both dropped by over 5% [1]. ZTE Corporation - ZTE Corporation (00763) fell by over 4%, with the company adjusting some AI capabilities in its Doubao mobile assistant and recently announcing a significant share buyback [2]. Bole Technology - Bole Technology-B (02592) saw a decline of 11% after submitting a new drug clinical trial application for its ophthalmic candidate CBT-199 in the U.S. [3]. Domestic Beverage Sector - Hushang Ayi (02589) rose by over 4%, capitalizing on the growing trend of domestic new tea beverage brands expanding into international markets, specifically entering Malaysia and the U.S. [4].

Market Overview - The Hong Kong stock market opened lower on December 16, with the Hang Seng Index down 0.32% at 25,547.92 points, the Hang Seng Tech Index down 0.56% at 5,467.76 points, and the State-Owned Enterprises Index down 0.35% at 8,886.24 points. The Red Chip Index increased by 0.11% to 4,129.18 points [1] Company News - China Shenhua (01088.HK) reported coal sales of 389.5 million tons for the first 11 months, a decrease of 7.7% year-on-year. November sales were 37 million tons, down 3.6% year-on-year [2] - China Metallurgical Group (01618.HK) signed new contracts worth RMB 958.13 billion in the first 11 months, an 8.6% decrease year-on-year, with overseas contracts amounting to RMB 75 billion, a 0.4% increase year-on-year [2] - China Eastern Airlines (00670.HK) saw a 6.51% year-on-year increase in passenger capacity in November, with passenger turnover up 10.35% and a seat occupancy rate of 87.37%, up 3.04 percentage points year-on-year [2] - China Southern Airlines (01055.HK) reported an 8.68% year-on-year increase in passenger capacity in November, with passenger turnover up 10.42% and a seat occupancy rate of 86.29%, up 1.36 percentage points year-on-year [2] - New China Life Insurance (01336.HK) reported cumulative original insurance premium income of RMB 188.85 billion for the first 11 months, a 16% year-on-year increase [3] - Hopson Development Holdings (00754.HK) reported total contract sales of approximately RMB 14.27 billion for the first 11 months, an 8.91% decrease year-on-year [4] - Kaisa Group (01813.HK) reported a pre-sale amount of RMB 511 million in November, a 21.4% decrease year-on-year [5] - Genscript Biotech (01672.HK) is expected to become a leading oral small molecule IL-17 inhibitor, with positive Phase I study results in the U.S. [5] - China Supply Chain Industry (03708.HK) signed a strategic cooperation framework agreement with Golden Energy regarding digital gold assets [6] - Times China Holdings (01233.HK) had a liquidation petition against the company withdrawn [7] - Botai Car Union (02889.HK) received a project designation notice from a leading domestic electric vehicle client [8] Institutional Insights - Dongwu Securities indicated that the Hong Kong stock market is at a rebound stage, with medium to long-term investment attractiveness. Despite some overseas risks being released, there are still potential risks ahead. The market has adjusted expectations for future interest rate cuts by the Federal Reserve, which may impact risk appetite for Hong Kong stocks [9] - Guohai Securities noted that the development of assisted driving functions is entering a new regulatory phase, with a clear path for standard implementation expected between 2025 and 2027. This will create market demand driven by policy compliance, particularly in areas like driver monitoring systems and data recording systems [9][10] - CITIC Securities highlighted that targeted radionuclide therapy (TRT) is a promising direction in targeted treatment, with significant investment and development activity in the nuclear medicine sector [10]

另一方面，避险情绪升温，黄金价格逼近历史新高，黄金股全天强势，紫金黄金国际涨超7%，赤峰黄 金涨超5%。内险股集体走高，消费利好政策持续推出，餐饮股、乳制品股等消费概念股走俏。 （文章来源：21世纪经济报道） 12月15日，港股三大指数低开低走，午后跌幅持续扩大，市场情绪低迷。恒生科技指数跌幅最大，最终 大幅收跌2.48%，恒生指数、国企指数分别下跌1.34%及1.78%，恒指下挫近350点报25628点。 盘面上，作为市场风向标的大型科技股集体下跌拖累大市低迷，华虹半导体跌超6%，中芯国际跌超 4%，百度集团跌超5%，阿里巴巴跌超3%，腾讯控股跌超2%。 ...

香港恒生指数收跌1.34%，恒生科技指数跌2.48%。芯片股下跌，华虹半导体跌超6%，中芯国际跌超 4%；科网股普跌，百度集团跌超5%，阿里巴巴跌超3%，腾讯控股跌超2%。黄金板块上涨，紫金黄金 国际涨超7%，赤峰黄金涨超5%。 ...

Core Viewpoint - Datang Gold (08299) has shown remarkable performance in the Hong Kong stock market in 2025, with a price increase of over 600% year-to-date, and its recent announcement regarding the application for a transfer to the main board has reassured investors about its progress [1][3]. Group 1: Transfer to Main Board - Datang Gold submitted an updated application for transfer to the main board on December 12, in accordance with the listing rules, indicating steady progress in its transfer process [1][3]. - The company meets the financial testing standards required for the transfer, including profitability and market capitalization tests, and has consistently high trading volumes on the Growth Enterprise Market (GEM) [3]. - The Hong Kong Stock Exchange's simplified transfer mechanism, effective in 2024, has optimized the approval process, with recent transfers taking only 3-4 months [3]. Group 2: Business Growth and Financial Performance - Datang Gold has experienced significant revenue and profit growth, with a revenue of HKD 1.095 billion in the first half of 2025, representing a year-on-year increase of 103.6%, and a net profit of HKD 42.77 million, up 201.1% [4]. - The company is recognized as a high-growth enterprise, with plans to enhance its gold mining and production capacity through internal resource exploration and potential acquisitions [4][5]. Group 3: Market Position and Future Prospects - A successful transfer to the main board is expected to enhance Datang Gold's liquidity and valuation, addressing the common issues faced by GEM companies [4]. - The introduction of industry expert Wang Dongsheng as chief advisor is anticipated to drive the company's growth by leveraging resources, talent, and technology [5]. - The transfer is seen as a critical step for Datang Gold to unlock its valuation potential, attracting institutional investments and reflecting its true intrinsic value [6].

Market Overview - The Hang Seng Index fell by 0.92%, down 238 points, closing at 25,737 points, while the Hang Seng Tech Index dropped by 1.79% [1] - The trading volume in the Hong Kong stock market reached HKD 108.2 billion in the morning session [1] Gold Sector - Gold stocks rose against the market trend due to increased central bank purchases and growing investment demand, with Zijin Mining International up by 6.94% and Chifeng Jilong Gold Mining up by 3% [1] Resource Sector - Jiexin International Resources surged over 6% as tungsten prices hit a new high, with institutions expecting a continued upward trend across the entire industry chain [2] - Chinese brokerage firms, including Changjiang Securities and Dongwu Securities, announced increases in margin financing limits, leading to a rise in Chinese brokerage stocks, with China Merchants Securities up by 3.77% and Orient Securities up by over 2% [2] Insurance Sector - Domestic insurance stocks continued to rise, with expectations of double-digit growth in new policy premiums and NBV, as New China Life Insurance increased by nearly 4% and China Pacific Insurance rose by 2.6% [2] Sportswear Sector - The sportswear sector saw collective gains, attributed to improved textile and apparel exports in November, with Yue Yuen Industrial up by 6% and Li Ning up by 5% [2] Dairy Sector - Dairy stocks were active as three departments announced stronger measures to boost consumption, with You Ran Dairy up by over 6% and Modern Dairy up by over 5% [2] Technology Sector - Goldwind Technology rose over 4% as the market showed enthusiasm for commercial aerospace concepts, with institutions optimistic about the wind power equipment landscape [3] Pharmaceutical Sector - The pharmaceutical sector faced significant declines, with the Hang Seng Biotechnology Index down by 3.95% and the Hang Seng Innovative Drug Index down by 3.83%, highlighted by a drop of over 8% in Gilead Sciences [4] Optical Communication Sector - The optical communication sector experienced a broad decline, with Yangtze Optical Fibre and Cable falling by over 8% following Oracle's delay in OpenAI data center construction [5] Semiconductor Sector - Concerns over an AI bubble resurfaced, leading to declines in semiconductor stocks, with Hua Hong Semiconductor down by over 6% and SMIC down by over 2% [6]

津巴布韦矿业商会、津巴布韦矿企联合会警告，如此高昂的税率可能损害行业利润、阻碍新投资， 甚至促使黄金走私增加。恩库贝在预算后的商界研讨会上表示，已听取关于黄金税率的各方意见，后续 可能会做一些微调。 （原标题：津巴布韦财政部长表示将考虑调整黄金开采税） 《Pindula》12月9日报道，津巴布韦财政部长恩库贝表示，他愿意对拟议中的黄金开采税进行微 调。在2026年国家预算中，他提议将当前黄金收益税率从5%提高到10%，这一建议引发矿业界强烈反 对。 ...

来源：中国黄金报 Simberi金矿作为目标公司核心资产，资源储备丰富、运营基础扎实、发展潜力显著。该矿符合国际 JORC(联合矿石储量委员会)标准的黄金资源量为153吨(约492万盎司)，平均品位1.4克/吨，可开采储量 81.2吨(约261万盎司)，平均品位1.8克/吨，配套建设年处理350万吨矿石的选矿厂，具备规模化开发条 件。矿区采矿权已获当地政府建议延长至2038年，目前氧化矿开采可持续至2027年，后续硫化矿系统开 发将保障未来10年以上稳定生产，全面达产后预计年产能超过7吨黄金。同时，Simberi金矿生产的金精 粉后续可运回国内，不仅为地方经济发展持续作出贡献，还为灵宝黄金集团带来了稳定收益。 当前全球矿业格局深度调整，灵宝黄金集团抓住战略机遇，通过控股海外成熟在产项目，实现了海外拓 展的稳健起步。灵宝黄金集团负责人表示，此次交易是落实公司"十四五"资源战略的关键举措。下一 步，公司将继续优化境内外资源布局，不断增强产业链供应链韧性，着力打造具有国际竞争力的现代化 黄金产业集团。 此外，目标公司还通过下属企业持有邻近两个续期探矿权100%权益，为未来的资源接续与储量增加提 供了有力支撑。 (吕 ...

格隆汇12月12日丨特变电工(600089.SH)在投资者互动平台表示，2025年公司黄金（金金属量）产量预 计约3吨。 ...